Sam Lee

Director, Investment Advisory, Principal at Aspiriant - Los Angeles, CA, US

Sam Lee's Colleagues at Aspiriant
Gavin Neil

Director - Wealth Management, Partner

Contact Gavin Neil

Michael Tai

Director - Tax Services

Contact Michael Tai

Natalie Morrella

Director - Wealth Management, Partner at Aspiriant

Contact Natalie Morrella

Randy Rae

Manager - Investment Advisory

Contact Randy Rae

April Antonio

Wealth Management Associate

Contact April Antonio

Donald Gettinger

Director Wealth Management

Contact Donald Gettinger

View All Sam Lee's Colleagues
Sam Lee's Contact Details
HQ
310-806-4000
Location
Los Angeles, California, United States
Company
Aspiriant
Sam Lee's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, CA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake.At Aspiriant, we've invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant's clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We've structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve.Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.Like what you hear? Follow us here or give us a call. We'll talk.DISCLAIMER: http://aspiriant.com/social-media-disclaimers/

Comprehensive Wealth Management for Individuals and Families Investment Management Financial Planning Estate Planning Philanthropy Tax Planning Expense Management Family Office Services Risk Management Managing Concentrated Stock Wealth Wealth Management Family Office Charitable Giving Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning Wealth Transition Retirement Planning Insurance Review Foundation Management Bill & Debt Management Stock Options Startup Equity Bill & Debt Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Aspiriant
Frequently Asked Questions about Sam Lee
Sam Lee currently works for Aspiriant.
Sam Lee's role at Aspiriant is Director, Investment Advisory, Principal.
Sam Lee's email address is ***@aspiriant.com. To view Sam Lee's full email address, please signup to ConnectPlex.
Sam Lee works in the Investment Bank/Securities Brokerage industry.
Sam Lee's colleagues at Aspiriant are Gavin Neil, Michael Tai, Stephen Kawasaki, Natalie Morrella, Randy Rae, April Antonio, Donald Gettinger and others.
Sam Lee's phone number is 310-806-4000
See more information about Sam Lee